Unclaimed
Christopher Geiger is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher is registered to provide investment advice in 54 states and territories and has been in the financial services industry since May 1, 2016. Christopher is a Series 7 and Series 66 licensed advisor and has achieved the Series SIE designation. Christopher holds a state law license in Utah. Christopher's firm, Fidelity Personal and Workplace Advisors, is a registered investment advisor with $818.8 billion in assets under management. Fidelity Personal and Workplace Advisors offers a range of investment advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Fidelity Personal and Workplace Advisors' services are available to a wide range of clientele including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state and municipal governments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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